Edit a Series of Tasks

Owned by Kyle Gray (Unlicensed)
Last updated: Apr 01, 2019 by Dan Le (Deactivated)Version comment

Step-by-step guide

  1. Select Operations > Scheduling > Scheduler. The Scheduler screen is displayed.

  2. Right-click on the required task.

  3. Click [Edit].



    The Edit a recurring appointment dialog box is displayed.




  4. Select the required option.


    Option

    Description

    Edit only this occurrence

    Select this option to only edit the selected task.

    Edit the series

    Select this option to edit the selected task and all other scheduled tasks linked to this series.


    For example, if you schedule a task with re-occurrence rules (Daily, Weekly etc), by selecting this option all tasks created by the re-occurrence rule for the selected task will also be edited.

    Edit appointments from this point on

    Select this option to edit the selected task and all other scheduled tasks linked to this series from the selected date.


    For example, if you schedule a task with re-occurrence rules (Daily, Weekly etc), by selecting this option all tasks created by the re-occurrence rule for the selected task will also be edited commencing on the scheduled date for the selected task.

  5. Click [OK]. The Edit Task dialog box is displayed.

  6. Modify the required fields.

  7. Select the Review & Save tab.

  8. Review the Additional Information and Resources Validation panes for the task to ensure all required information is completed and there are no conflicts with resource requirements.

  9. Click [Save] to confirm the task changes.

  Video Guide:


Scheduling Module Guide: